BMO Financial Group
Retail Banking
FinancialPlanner
“Financial Planner at BMO Financial Group. Skills: Financial planning, Investment advice, Customer relationship management, Sales. Provide financial and investment planning and advice. Determine client needs and provide solutions”
What You'll Achieve.
Supports the achievement of sales and performance targets; Grow loyalty; Identify immediate/future opportunities; Acquire new business; Grow BMO’s business; Make real financial progress
Industry & Context.
Analytical and problem solving skills - In-depth; Breaks down strategic problems; Analyses data and information to provide insights and recommendations; Exercises judgment to identify, diagnose, and solve problems within given rules
May work at multiple branches and through various channels based on market needs
What They're Looking For.
Must Have
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment, Advanced working knowledge of financial industry, Specialized knowledge from education and/or business experience, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth
What You'll Do.
Provide financial and investment planning and advice
Determine client needs and provide solutions
Sell managed products and services
Provide solutions through referrals
Proactively engage with customers and prospects
Provide needs-based assessments
Implement business development strategies
Engage customers to grow business
Generate appointments
Build new relationships
Identify opportunities for referrals
Support achievement of sales targets
Support achievement of performance targets
Develop relationship management plan
Respond to customer investment requests
Fulfill investment product needs
Analyze data and information
Provide insights and recommendations
Execute work for timely service
Execute work for accurate service
Execute work for efficient service
Introduce clients to investment strategies
Work with clients to set goals
Work with clients to make financial progress
Integrate marketing promotions
Integrate marketing programs
Contribute to business results improvement
Contribute to customer experience improvement
Maintain knowledge of investment products
Maintain knowledge of practices
Maintain knowledge of trends
Work at multiple branches
Work through various channels
Deliver customer experience
Achieve business objectives
Build stakeholder relationships
Comply with regulatory requirements
Comply with legal requirements
Comply with ethical requirements
Propose new solutions
Exercise judgment to solve problems
How You'll Work.
Team & Collaboration
Builds effective relationships with internal/external stakeholders; Collaboration & team skills - In-depth
Communication Scope
Verbal & written communication skills - In-depth
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